13F Insight
DOSSIER · 13F Holders · Q1 2026
DWUS

ADVISORSHARES TR

10 institutions still hold ADVISORSHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 00768Y487·10 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$105M
visible holders
Holders
10
filers reporting
Concentration
76.98%
Virtus Wealth Solutions LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported DWUS in Q1 2026. Virtus Wealth Solutions LLC leads at 77.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Virtus Wealth Solutions LLC
CIK 0002045870
$80M1.6M15.32%Q1 202602
OSAIC HOLDINGS, INC.
CIK 0001677044
$21M411K0.03%Q1 202603
MML INVESTORS SERVICES, LLC
CIK 0000701059
$2M31K0.00%Q1 202604
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$482K9K0.00%Q1 202605
LPL Financial LLC
CIK 0001403438
$365K7K0.00%Q1 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$343K7K0.00%Q1 202607
Private Advisory Group LLC
CIK 0001632965
$226K4K0.01%Q1 202608
MORGAN STANLEY
CIK 0000895421
$100K2K0.00%Q1 202609
UBS Group AG
CIK 0001610520
$43K8510.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025